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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

373 hedge funds and large institutions have $1.55B invested in Schwab US Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+66
Holders Change %
+21.5%
% of All Funds
8.47%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.09%
New
90
Increased
164
Reduced
87
Closed
19
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$36K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
Jane Street
Jane Street
New York
$6.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$9.81M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$3.12M
5
AI
Atria Investments
North Carolina
$3.17M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$199M
2
SI
SII Investments
Wisconsin
$2.38M
3
SHJ
Sharkey, Howes & Javer
Colorado
$36M
4
AL
Aspiriant LLC
California
$757K
5
AWMG
Alliance Wealth Management Group
New Jersey
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$364K +$136K +7,662 +60%
FAG
252
Financial Advisory Group
Texas
$359K +$31.8K +1,794 +10%
DWM
253
Destination Wealth Management
California
$346K -$426 -24 -0.1%
CRC
254
Curi RMB Capital
Illinois
$346K +$346K +19,479 New
SG
255
StoneX Group
New York
$341K +$341K +19,221 New
AFA
256
Arlington Financial Advisors
California
$338K +$338K +18,129 New
VC
257
Vicus Capital
Pennsylvania
$337K -$32.1K -1,806 -9%
PWM
258
Perigon Wealth Management
California
$323K -$366K -20,580 -53%
FAIM
259
Financial Advocates Investment Management
Washington
$321K +$321K +18,042 New
EK
260
Evensky & Katz
Florida
$314K +$1.44K +81 +0.5%
ACM
261
AlphaStar Capital Management
North Carolina
$305K +$305K +1,851 New
ZIM
262
Zacks Investment Management
Illinois
$304K -$18.8K -1,059 -6%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$280K +$280K +15,810 New
HIM
264
Harbour Investment Management
Washington
$279K +$5.87K +330 +2%
CIA
265
Capital Investment Advisors
Georgia
$278K +$278K +15,636 New
RBCM
266
Raub Brock Capital Management
California
$276K +$276K +15,546 New
CA
267
Cetera Advisors
Colorado
$272K -$30.5K -1,731 -10%
CA
268
Continuum Advisory
Idaho
$270K -$21.7K -1,224 -7%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$265K -$49.9K -2,814 -16%
PIM
270
Penobscot Investment Management
Massachusetts
$262K -$25K -1,410 -9%
GG
271
Greenwood Gearhart
Arkansas
$262K +$262K +14,742 New
S
272
SignatureFD
Georgia
$261K -$212K -11,940 -45%
GAM
273
Garrison Asset Management
Arkansas
$261K +$6.19K +348 +2%
BFPW
274
BOK Financial Private Wealth
Colorado
$260K – – –
RFA
275
Reilly Financial Advisors
California
$257K -$466K -26,238 -64%
9 10
11
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